Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

A guide to business protection 2016 Content only accessible to registered users

April 2016

The latest business protection guide from Defaqto gathers together in one place all the information an adviser would need as we look again at the business protection market.

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The case for hybrid: simplicity, flexibility, security Content only accessible to registered users

March 2016

Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.

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Passive funds – market update Content only accessible to registered users

January 2016

This market update is designed to inform advisers about passive investing, helping them to keep up to date with this growing area of investment. It will also provide the latest numbers for the size of the industry.

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Relevant life – case study Content only accessible to registered users

January 2016

This case study is an independent CPD-accredited resource for advisers that sets out the opportunities relevant life has to offer and illustrates through a series of case study scenarios just how relevant life can be used in a variety of circumstances to better serve clients. 

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DFM propositions on platforms – case study Content only accessible to registered users

April 2015

Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.

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